+34.7%
LUNR vs FN
+179.3%
-144.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.3% | +7.1% | +2.5% |
| 7D | +24.2% | +0.3% | +23.9% | +23.9% |
| 30D | +18.0% | -16.5% | +34.5% | +25.9% |
| 3M | -26.0% | -42.1% | +16.1% | -11.2% |
| 6M | -63.6% | -52.9% | -10.7% | -53.7% |
| YTD | -19.9% | -28.0% | +8.1% | -12.2% |
| 1Y | +50.1% | -18.5% | +68.6% | +60.3% |
| 3Y | +374.5% | +93.9% | +280.6% | +350.0% |
| All | +34.7% | +179.3% | -144.5% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling